Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio |
|---|---|---|---|---|---|---|---|
| Hotchkis & Wiley Opportunities Fund ETF Class | HWO | Mid-Cap Value | — | — | 0.900% | ||
| Hotchkis and Wiley International Value Fund ETF Class | HWIV | Foreign Large Value | — | — | 0.700% | ||
| Hotchkis & Wiley Global Value Fund ETF Class | HWGV | Global Large-Stock Value | — | — | 0.700% | ||
| Hotchkis & Wiley Mid-Cap Value Fund ETF Class | HWMV | Mid-Cap Value | — | — | 0.940% | ||
| Hotchkis & Wiley SMID Cap Diversified Value Fund | HWSM | Mid-Cap Value | — | 19.25% | 46 | 0.550% |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.